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portfolio

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Time to play market defence? Especially when everyone else is playing offence

Portfolio protection has been degraded along with the classic 60/40 model. How to make it work today

April 12, 2024
Commentary

As fear of downturn looms, a look at playbooks of high-net-worth investors

Investors in real estate and other private assets could be in for a rougher ride, and others are holding cash

July 12, 2023
Wealth

The compelling case for high yield bonds, and why they belong in HNW portfolios

These bonds are under-allocated among wealthy individuals and families in Canada. Why is that? The risks are as misunderstood as the rewards, writes Liam Card

June 19, 2023
Commentary

Portfolio reset: Considerations from the board investment committee

The future looks different, so it’s time to study new asset classes, embrace alts and upgrade your investment partners if you handle portfolios for foundations or family offices

February 13, 2023
Commentary

An ‘outlier’ year: What wealthier investors are doing, and their plans for 2023

Even bullish investors are shaken, as cash-yielding investments and alternatives move into the limelight

November 28, 2022
Wealth

Five tips for inflation-proofing a high-net-worth portfolio

The role of family office managers in contending with inflation can be challenging because it involves additional responsibilities

February 10, 2022
Wealth

Seven things to keep in mind managing wealth in 2022

As economic growth continues despite the ongoing pandemic, volatility is the name of the game, experts say

January 14, 2022
Wealth

High-net-worth investors’ outlook on inflation for 2022

With worries growing, investors are adopting strategic positions to prevent portfolio erosion

January 7, 2022
Wealth

Outlook on a market correction: a lot of candidates to cause ‘something bad’

Fragility in economic conditions has experts worried, with a housing bubble and decades-high inflation rate at the top of the list

December 16, 2021
Wealth

Five tips to navigate the complicated world of ESG investing

Investors who want their holdings not just to do well but also do good can find that the criteria for what is right can be hard both to figure out and to agree on

November 5, 2021
Wealth

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